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Momentum CRM

Momentum CRM

Overview

Recent Reviews

TrustRadius Insights

Users of Momentum CRM have found the software to be incredibly useful in their day-to-day tasks. One key use case is the seamless and …
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Pricing

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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Momentum CRM?

Momentum CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsMac, Windows
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users of Momentum CRM have found the software to be incredibly useful in their day-to-day tasks. One key use case is the seamless and efficient loading of customer information. Users have reported that they are able to quickly input customer data into the system, saving them valuable time and improving workflow efficiency. This feature has streamlined their processes and made them faster, allowing users to focus more on building relationships with customers rather than spending time on manual data entry.

Another valuable use case of Momentum CRM is its ability to integrate with other applications, enabling users to push information seamlessly between different platforms. This has greatly improved productivity for users, as they no longer have to switch back and forth between various software systems. The ability to streamline processes and access all necessary information in one place has been highly appreciated by customers.

Furthermore, the excellent customer service provided by Momentum CRM has received positive feedback from users. The availability of representatives both in-store and through phone and email channels has been praised. Users have expressed satisfaction with the support they receive when facing any issues or needing assistance with the software, which adds value to their overall experience.

Additionally, the speed at which users can save data and navigate within Momentum CRM has been highly regarded. Users have reported that the software operates smoothly, allowing them to work efficiently without experiencing any significant delays or lag. This feature has contributed to a more productive work environment and improved user satisfaction.

Finally, one of the key benefits of using Momentum CRM is its effective client management capabilities. Users appreciate that they can securely store all associated notes and information about their clients within the software. This allows for easy access to client data at any time, ensuring that users can keep track of important details and effectively manage their client relationships.

Overall, Momentum CRM provides users with several key use cases that enhance their workflow efficiency, productivity, and client management capabilities. From quick data loading to seamless integration with other applications, along with excellent customer service and efficient navigation, this software offers valuable solutions for businesses of all sizes.

Neat and Organized Interface: Users have praised Momentum CRM for its neat and formally organized interface, which has helped them keep their tasks and follow-ups in order. Several reviewers have expressed appreciation for the software's ability to provide a structured environment that enhances productivity and task management.

Reliable Phone App: Many users have commended the reliability and ease of use of Momentum's phone app. This feature allows them to access the software and manage their tasks conveniently from anywhere. The availability of a mobile application has been particularly beneficial for those who need to stay connected on the go.

Comprehensive Features: Reviewers have mentioned that Momentum CRM offers comprehensive features and functionalities for managing various aspects of their business. From creating multiple follow-up processes to running all aspects of their business, users appreciate the software's ability to meet their diverse needs. The robust set of tools provided by Momentum enables efficient client management, personalized interactions, scheduling optimization, and more.

Awkward and Busy Layout: Some users have found the drop-down menus and layout of Momentum CRM to be awkward and busy, making it difficult to navigate.

Issue with Reading Texts: Several reviewers have mentioned that there is an issue with reading texts from the app, which can hinder effective use of the software.

Steep Learning Curve for New Employees: According to feedback, it takes about a week for users to get accustomed to using Momentum CRM. This may not be cost-effective for new employees who need to quickly adapt to the software.

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